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How to i change estimate to contract??

 
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QuickBooks Team

How to i change estimate to contract??

Hi there Klaudia,

 

It's fantastic to hear that you've been using Estimates to provide your customers with quotes, bids, or proposals for work you'll be doing or items you'll be selling. QuickBooks Online makes it easy to bill your customer once you've agreed on the estimate or completed the work. Let me explain how.

 

While you won't be able to turn an estimate into a contract, turning an estimate into an invoice is a straightforward process. Follow the steps below and you'll be on your way to receiving payment from your customers:

 

  1. Navigate to the Sales tab from the left menu.
  2. Go to the Customers page and find the customer that you're looking to invoice.
  3. Identify the correct Estimate.
  4. In the Action column, select Create Invoice.
  5. Select Add to include multiple estimates in one invoice.
  6. Review the information pulled into the invoice and edit if necessary.
  7. Save your changes to create the invoice.

 

If you're looking to update the status of the Estimate to reflect that it's been accepted, you can also do that from the Action column as above. Select Update status, then choose from the options in the dropdown menu. Press OK to save your changes.

 

If you're looking for more information on Estimates, please review the article below:

 

 

Since you're looking for an option to turn an estimate into a contract, our product developers want to know. They're the team that is responsible for adding new features to our products and improving existing features. Hearing from QuickBooks users like you helps them to decide what to work on next. Have your say by navigating to the Gear icon then select Feedback. Your opinion is important to us!

 

Enjoy your evening. I'll be on standby if you have additional questions.